Valmark Advisers’s WisdomTree US Value Fund WTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Sell	15,967 -24	-0.2%	-$2.07K	0.02%	278
2025 Q1	$1.31M	Sell	15,991 -278	-2%	-$22.8K	0.02%	269
2024 Q4	$1.36M	Buy	+16,269	New	+$1.36M	0.02%	264